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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,932 | $107,666-59.2% | $102,184-57.0% | $154,746-71.6% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 14.16% | 29.33%-15.2pp | 31.58%-17.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,358 | $3,846-64.7% | $3,594-62.2% | $4,379-69.0% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,654 | $12,943-2.2% | $11,609+9.0% | $14,365-11.9% |